Managing policies

Use the Infrastructure Policies page to view and manage a policy. By default, Solution Administrators have full access to all policies in all realms (tenants). Tenant Administrators have full access to all policies in their realm (tenant). Certain policy management operations can only be performed by the owner of the policy. For more information about the different types of policies, see Policy management.

To view the Infrastructure Policies page, in the navigation pane of the TrueSight console, expand Configuration and select Infrastructure Policies.

Fields and options on the Infrastructure Policies page

The following figure highlights the various fields and options that are available on the page.

#

Field/ Option

Description

1

Main action menu

Displays the following options:

Create Policy: Enables you to create a new policy. This option is context-sensitive and depends on the policy that is selected in the Policytype tabs. If you want to create a blackout policy, you must first click the Blackout tab, and then, select this option.

Save As Preference: You can make the current page settings as your default settings. Every time you log on to the TrueSight console and navigate to the Infrastructure Policies page, the settings that you last saved are displayed. The settings that are saved as preference are: Policy type, sorting order, quick filters, and tenant. If you do not use this feature, the page displays the following default settings:

Displays a list of tenants that you are a part of and enables you to filter the policies based on a tenant.

Solution administrators can view all tenants and tenant administrators can view * and their respective tenants.

3

Policy type tabs

Displays the following tabs:

Monitoring

Blackout

Staging

Click a tab to view and work with policies of that type. By default, the Monitoring tab is selected.

4

Quick filters

Displays the following properties of a policy as separate buttons and enables you to filter the policies data based on the properties:

Enabled

Disabled

Shared

Not Shared

Each button displays the total count of policies that meet the property.

5

Policies table

Displays the list of policies depending on the selected policy type. Along with the name, description, and creation date of a policy, the table shows the following information:

Column

Description

Agent Selection Criteria

Conditions to select the PATROL Agents on which the policy is applied.

Precedence

Priority of the policy. The precedence number ranges from 0 to 999.

The default value is 900. A lower number indicates a higher precedence.

Tenant

Name of the tenant that the policy owner belongs to

Owner

User ID of the person who created the policy.

User Group

User group that is associated with the policy.

Apart from these columns, two columns display icons to indicate the policy status (Enabled or Disabled)

and policy sharing status (shared with associated user group or not).

Column

Description

Agent Selection Criteria

Conditions to select the PATROL Agents on which the policy is applied.

Precedence

This setting is not applicable for blackout policies.

Tenant

Name of the tenant that the policy owner belongs to

Owner

User ID of the person who created the policy.

User Group

User group that is associated with the policy.

Infrastructure Time Frames

Name of the time frame that is associated with the policy.

Apart from these columns, two columns display icons to indicate the policy status (Enabled or Disabled) and policy sharing status (shared with associated user group or not).

Column

Description

Agent Selection Criteria

Conditions to select the PATROL Agents on which the policy is applied.

Precedence

Priority of the policy. The precedence number ranges from 0 to 999.

The default value is 900. A lower number indicates a higher precedence.

Tenant

Name of the tenant that the policy owner belongs to.

Owner

User ID of the person who created the policy.

User Group

User group that is associated with the policy.

Integration Service

Name of the Integration Service or Integration Service cluster that is associated with the policy.

Apart from these columns, two columns display icons to indicate the policy status (Enabled or Disabled)

and policy sharing status (shared with associated user group or not).

6

Common action menu

Displays the following options after you select multiple policies from the Policies table:

Enable

Disable

Delete: Only disabled policies can be deleted.

7

Policy action menu

Displays options depending on the policy status:

Menu option

Enables you to

Policy is enabled

Policy is

disabled

Edit

modify the policy

Enable

enable the policy

Disable

disable the policy

Share

share the policy with the associated user group.

This option is available only for the policies that you have created.

Remove Sharing

remove sharing of the policy. This option is available only for the policies that you have created.

Copy

create a copy of the policy that you can modify to create another one.

Delete

delete a policy. You can delete only disabled policies.

View

view details of the policy.

Alternatively, you can view policy details by clicking the policy name.

Note: For a monitoring policy, if the data is not available for any of the configurations, those configurations are collapsed and the expand option is disabled.

View Applicable Agents

view the list of PATROL Agents on which the policy is applicable.

Unlock

unlock a policy for edit. This option is only available to Solution Administrators and Tenant Administrators.

To view this option, on the policy action menu,

press SHIFT+ALT keys along with the left mouse button.

Use this option to regain access to a policy when it is left locked for editing by a user who unknowingly left the browser window open or closed the browser without canceling the edit operation.

8

Create Policy button

A quick access button that enables you to create a policy. This option is context-sensitive and depends on the policy type that is selected in the Policy type tabs.

9

Policy search icon

Enables you to find a policy by performing a search on its properties that are shown as columns in the Policies table. The search is not case sensitive.Note: The search supports only textual strings and not operator symbols. For example: If you want to search for policies where Agent tag "=" a value, then type equals as the search string for the correct search results.

10

Collapse or expand icon

Enables you to collapse or expand the search and Agent filters area to give you more display area for the policies. You can toggle between displaying and hiding the filters area using this option.

11

Refresh page

Enables you to manually refresh the page

To create, modify, or copy a policy

Depending on the type of policy that you want to create, in the Infrastructure Policies page, click the tab for that policy type.

To create a policy: Click the Main action menu and select Create Policy. Alternatively, click the Create Policy button. The Create Policy page is displayed where you can configure the policy as per your requirements.

To modify a policy: Click the action menu of the policy that you want to modify and select Edit. The Edit Policy page is displayed with the policy configurations that you can modify as per your requirements.

Notes

Only the owner of a policy (user who creates the policy) can modify the associated user group and sharing status of a policy.

A policy can be modified by only one user at a time and it will be locked for other users. A Solution Administrator can forcibly unlock a policy to modify it. Tenant Administrators can unlock policies within their specific tenants.

Users of the associated user group can view, enable, disable, delete, and modify the policy. They cannot modify the associated user group and sharing status of the policy.

To create a copy of a policy: Click the action menu of the policy that you want to copy and select Copy. The Create Policy page is displayed with the configurations of the copied policy. You can modify the configurations as per your requirements.

Note

If you are not a user of the associated user group in the original policy, then you need to first select a user group. If the selected user group does not have access to monitoring solutions or configuration tabs from the original policy, then they will not be available in the copied policy.

To delete a policy

Depending on the type of policy that you want to delete, in the Infrastructure Policies page, click the tab for that policy type.

Ensure that the policy to be deleted is in disabled state. If not, click the action menu of the policy and select Disable.

Click the policy action menu and select Delete.

To enable or disable a policy

Depending on the type of policy that you want to work on, in the Infrastructure Policies page, click the tab for that policy type.

Click the policy action menu and select Enable for an already disabled policy, or Disable for an enabled policy.

Note

Do not enable policies until they have been tested and validated in the development and test environments.

To share a policy with the associated user group or remove the applied sharing

You can share or remove sharing with the associated user group only for policies that you have created.

Depending on the type of policy that you want to work on, in the Infrastructure Policies page, click the tab for that policy type.

Click the policy action menu and select Share or Remove Sharing depending on the current sharing status of the policy.

To find or view a specific policy

The Policies page displays all policies for the selected policy type. The default maximum number of polices that can be displayed is 1000. You can change the display limit by entering the following command in the command prompt window:

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